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Head of Operational Excellence
2 weeks ago
About Us
At our organisation, we aim to revolutionise the way people think about wealth and create a brighter future for everyone. Our innovative wealth management platform is built on a commitment to excellence and cutting-edge technology.
We're driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our agile approach enables us to stay ahead of the curve and deliver exceptional results.
Our team is our greatest strength, comprised of passionate individuals dedicated to making a positive impact on people's lives. Our values - Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine - guide our decisions and shape how we interact with the world.
The Opportunity:
You will work closely with the COO to develop and implement operational strategies that drive better outcomes for our customers. This role requires strong support for trustee governance, preparation of high-quality board and committee papers, and ensuring regulatory compliance with integrity and professionalism.
As a key member of the team, you will also be responsible for driving financial and risk excellence through operational risk frameworks, supporting budgeting and performance monitoring, and maintaining robust yet agile controls. You will lead process improvements that enhance customer experience, manage key vendor relationships, and champion a culture of continuous improvement across the business.
About You:
You are a seasoned professional with deep expertise in financial services, particularly superannuation or wealth management. Your strong grasp of regulatory frameworks and ability to support C-suite executives make you an ideal candidate for this role. With a strategic mindset and hands-on approach, you will ensure our operations remain resilient, compliant, and customer-focused.
Specifically, you should have:
a background in financial services, preferably superannuation or wealth management
a deep understanding of superannuation regulations and trustee governance
experience with Registrable Superannuation Entities (RSEs) and APRA standards
a strategic thinker with hands-on execution ability
strong communication and stakeholder engagement skills
a curious, analytical, and collaborative leadership style
financial acumen and a passion for customer outcomes
Life at Our Organisation:
At our organisation, we value our employees above all else. We invest in their growth and development, providing access to further education and diverse training opportunities. We actively support internal mobility and encourage career progression. Our flexible working policy allows for a balance between work and personal life. We are committed to creating a healthy work environment, offering wellness programs, employee recognition, and social activities. We are a socially responsible organisation, promoting diversity and inclusion within the workplace.
Some of the benefits include:
a family-friendly workplace with parental leave and kid's holiday programs
wellness and lifestyle perks such as discounted gym memberships, income protection, flu shots, wellness weeks, shopping discounts, and access to financial wellbeing services
we're a social bunch, enjoying corporate sporting events, games, trivia nights, and regular gatherings
employee resource groups for LGBTQIA, Women, Culture Group, Carers Group, and volunteering opportunities through our Impact Group
